State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
419 hedge funds and large institutions have $2.79B invested in State Street SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 165 reducing their positions, and 38 closing their positions.
92% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 38
70% more call options, than puts
Call options by funds: $2.09M | Put options by funds: $1.22M
19% more capital invested
Capital invested by funds: $2.36B → $2.79B (+$436M)
8% more funds holding
Funds holding: 389 → 419 (+30)
2.64% more ownership
Funds ownership: 37.63% → 40.28% (+2.6%)
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
27% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$166M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$67.9M |
| 3 |
Morgan Stanley
New York
|
+$50.7M |
| 4 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$33.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.9M |
| 2 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$21.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20.7M |
| 4 |
LPL Financial
San Diego,
California
|
-$16.5M |
| 5 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$15.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
451
SignatureFD
Atlanta,
Georgia
| – | -$39.3K | -1,121 | Closed |
|
|
SSWM
452
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$35.5K | -1,012 | Closed |
|
|
HT
453
Headlands Technologies
Chicago,
Illinois
| – | -$26.2K | -748 | Closed |
|
454
First Manhattan
New York
| – | -$16.5K | -470 | Closed |
|
|
ANBT
455
American National Bank & Trust
Wichita Falls,
Texas
| – | -$9.86K | -281 | Closed |
|
|
SCA
456
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$9.26K | -264 | Closed |
|
|
HL
457
HeadInvest LLC
Portland,
Maine
| – | -$2.75K | -80 | Closed |
|
458
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2.17K | -62 | Closed |
|
SPYD Hedge Fund Activity: Q4 2023 in Review
419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) for Q4 2023, worth a combined $2.79B — up 19% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SPYD positions and 38 closed out — a net gain of 35 holders — while 120 added to existing stakes and 165 trimmed.
The largest buyer was Prudential plc, adding an estimated $166M. The largest seller was Royal Bank of Canada, cutting an estimated $23.9M.
- 419 institutional investors held State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) as of Q4 2023, up from 389 in Q3 2023.
- Funds reported $2.79B of State Street SPDR Portfolio S&P 500 High Dividend ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 73 funds opened new State Street SPDR Portfolio S&P 500 High Dividend ETF positions in Q4 2023 and 38 closed out, a net change of +35 holders.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF buyer in Q4 2023 was Prudential plc, an estimated $166M added.
- The largest State Street SPDR Portfolio S&P 500 High Dividend ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $23.9M sold.
Based on aggregated 13F filings for Q4 2023.